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Podcast: The Meb Faber Show - Better Investing
Episode: #270 - Terri Spath, Sierra Investment Management - We Use A Quantitative Rules Based Process To Go Risk On, Risk Off
Description: In episode 270, we welcome our guest, Terri Spath, Chief Investment Officer and Portfolio Manager at Sierra Investment Management, where she's responsible for market and economic analysis, portfolio allocation, investment strategy and building client solutions. In today's episode, we're talking about her rules based approach to investing. Terri talks about Sierra Investment Management's different funds, including their tactical junk bond fund and their muni-bond fund. She gets into the benefits of applying a trend following approach to her strategies, what she's seeing across different asset classes, and why she's bullish on municipal bonds and South Korea. As...